Gebsch Johannes

@Techaktien1 6 bier für jedes kind ist nicht wenig😂

Inflation ist völlig außer Kontrolle!

@Arazmov123 @davidgandler @AHorihuela Scamler at its best, world domination

$FUBO @davidgandler @AHorihuela Thank you for making FUBO a Microcap that institutional investors are staying away from. Institutional ownership down so hard since the Reverse split, but I guess it's a regular thing for you to mislead investors. Nobody is above the law.

▪️ $TSLA 🌌📈

@daltonbrewer Stop crying about a weak day😂😂😂

CAN SOMEONE EXPLAIN TO ME WTF IS GOING ON WITH $TSLA?!

@Sayzryn At the end i dont care if sofi does not get i to s&p this year. They are doing pretty well and sometime they get it done. Im invested for the long term and i will see the inclusion🤗

@GebschJ That’s what I was thinking as well Dosent look too good this year

Do you really think $SOFI could even join the S&P 500 this year?😅

@IdealGrower Danke für die Erklärung

Der Punkt ist nicht, dass es schlecht wäre, sondern was das Risiko für einen Investor sein könnte. Angenommen - Alles, was Tesla gerade auf dem Schirm hat, kommt in den kommenden Jahren und beginnt wirklich großartige Gewinne zu generieren, was wir ja alle erwarten. Damit wird der Aktienpreis von Tesla deutlich und stetig steigen, nachdem die letzten Jahre für Buy&Hold eher dünn waren. - SpaceXAi kommt bei der IPO auf den Markt und wird wegen der Nachfrage und des Media-Hypes auf $2T+ oder mehr hochgejubelt. - Es kommt zu einem "merger of equals" zu jeweils $2T, also einer Firma die dann $4T bewertet ist Dann passiert ein Unfall mit Starship, nicht nur ein RUD, und die gesamte kombinierte Firma wird bestraft. Oder es passiert kein Unfall, aber die Gewinne entstehen nur bei Tesla und noch lange nicht bei SpaceX, und der Markt tut das, was er die vergangenen Jahre mit Tesla gemacht hat: Wir geben die P/E von 200–300 und warten dann, bis man in diese Bewertung hineingewachsen ist. Das Argument ist hauptsächlich: Das Tesla-Team hat extrem hart gearbeitet, um in Kürze die Früchte zu ernten, und wenn man sich mit einem aktuell gewinnlosen SpaceX verbindet, werden diese Früchte selbst ohne große Unfälle etc. erst in 4–6 Jahren gemeinsam geerntet werden können. Ich selbst bin Space-Fan und habe keine Zweifel am langfristigen Erfolg von SpaceX. Gleichzeitig kann ich die aktuellen und schon gar nicht die aufgerufenen Bewertungen für die SpaceXAi-IPO nachvollziehen. Wenn man $20B Profit in 2026 annimmt, wäre das 100x P/E an Tag 1. Da sind wahrscheinlich alle potenziellen Gewinne der nächsten 10-12 Jahre eingerechnet. Tesla kann nach aktuellen Berechnungen in den kommenden 3 Jahren endlich von all den Vorbereitungen profitieren und ca. 5x schaffen, aber nicht, wenn es Teil einer $4T Firma ist, IMHO

@sergiumogan @wholemars Gonna be there in July too and want to drive it😂. I might just ask for fsd demo drive like last year🤷🏻. There might be an option, tesla expanding its rent business in new jersey, maybe they gonna be ready by then🤷🏻

@GebschJ @wholemars Thanks for the info!

Will be in Amsterdam late July to try FSD! Wonder if there's any way I could rent a Tesla with FSD while I was there... do they have Turo?

@BP1TAZ @JOBhakdi Agree

@GebschJ @JOBhakdi The key phrase is “in the future”. Jo did a YouTube video about this exact topic yesterday. It all depends on your time horizon.

Every time I dig deeper into the numbers of SpaceX, Starship and Orbital AI, my mind is blown a bit more. This is nuts. I am NOT talking the infinity-TAM - that's a given. I am talking about the RISK to get to high-growth cash flow trajectory on a short term timeline. This risk is far lower than most assume.

@JOBhakdi I watched it and i dont care about short term. Im not invested for 18 months, rather 18 years. As long as Tesla shareholders get SpaceX shares, i dont mind at all. 🤷🏻

They think that Tesla is going up like crazy in the next 12 months and SpaceX wont, meaning a merger means stocks only go up a little instead of a lot. Short term (12-18month horizon) that is partially true imo (see latest video) but beyond 18 months it's likely not.

@keybodia @herbertong Looks like unsupervised to me🤷🏻

@herbertong driving unsupervised on Westgate blvd

🚨 Tesla may wait before letting Cybercabs carry public passengers at scale Even though Cybercabs are now being built at Giga Texas, Tesla still seems focused on growing the unsupervised Model Y fleet first! The idea is likely to collect more real-world Cybercab data internally before a bigger public launch. Hiring activity now points to possible Robotaxi expansion across 33 U.S. cities. Question is: when do we finally see large-scale public Cybercab rides? 👀 $TSLA

@sergiumogan @wholemars You wont be able to drive it at Tesla unless you have US drivers licence. Tried it last year and didnt work out. If you rent one, you will be able thou🤷🏻

@wholemars It's funny, because I'll be in NYC late July and want to do the same thing. Thinking of test driving a Cybertruck in Manhattan or use Turo to rent one. @wholemars any tips?

@NevrEnoughX @DavidMoss @theXtakeover @teslaownersSV I unfollowed him

@DavidMoss @theXtakeover @teslaownersSV Hosted by the guy that blocks other Tesla enthusiasts 😂

I’m going again to @theXtakeover from @teslaownersSV! Pretty exciting that it’s at Giga Texas this year, Maye Musk is the headline speaker. Factory tours are available See you all in Austin! 🙂

@stocksinmind123 What do the Bs mean in the chart?

ELF up over 5 percent…

@NoPainInvesting @davidgandler @AHorihuela Scamler and co wont buy

$FUBO agree. This would be a clear signal. Insiders need to buy after a shareholder letter specifically stating the stock is undervalued. @davidgandler and @AHorihuela I’m down big time on a huge position and us retail shareholders need some help. I believe yall will do the correct thing in the actual day to day management. But sometimes we need to see skin in the game. Real time alignment. Let’s do this please. 🙏

@derminvests sportsbusinessjournal.com/Articles/2026/…

$fubo. The stock is trying to decide if it wants to go UP or down after closing the gap to $9.78. I gotta say these weak PR attempts are not moving the needle much for anyone. What happened to the potential to be the NBA RSN hub for 13 teams!?

@derminvests Scamler is in quiet period again🤐. I assume he fears attacks on twitter😂

David Gandler didn't even grace us with a tweet after this earnings. Why exactly is he still the CEO? This is an insanely cut-throat low margin industry and he ain't got what it takes I think it is pretty clear by now... Bob Iger getting bored with retirement yet?

$fubo Something weird going on, stock market all time high and $fubo all time low. David Scamler is doing something very wrong for shareholders. Managment fire asap @davidgandler @AHorihuela

@FrankCNBC Check your DM please🙏

...such extreme upside moves are not reliable sell signals, especially during secular innovation cycles after temporary macro shocks. We think this reflects renewed momentum in the AI-driven Tech bull market, not its end."

Nvidia $NVDA record high, Cisco $CSCO pushes $DJI back above 50K, it feels like questions about the #tech trade are answered (for now). @CNBC @DataTrekMB: "The Nasdaq just posted one of its strongest and most statistically unusual 30-day rallies in 55 years. History suggests...